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Oshkosh
OSK

245 hedge funds and large institutions have $3.54B invested in Oshkosh in 2014 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 64 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $3.28B → $3.54B (+$259M)

5.76% more ownership

Funds ownership: 87.61% → 93.37% (+5.8%)

3% less funds holding

Funds holding: 252 → 245 (-7)

10% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 40

43% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 113

46% less call options, than puts

Call options by funds: $4.24M | Put options by funds: $7.84M

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
64
Reduced
113
Closed
40
Calls
$4.24M
Puts
$7.84M
Net Calls
-$3.59M
Net Calls Change
+$947K

Top Buyers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
+$73.5M
2
American Century Companies
American Century Companies
Missouri
+$58.8M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23.7M
4
RIM
Rainier Investment Management
Washington
+$22.8M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$21.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$38.9M
2
SG
Swarthmore Group
Pennsylvania
-$31.3M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$28.2M
4
Prudential Financial
Prudential Financial
New Jersey
-$25.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$11.3M +$2.36M +51,998 +29%
BIM
52
BlackRock Investment Management
Delaware
$11M -$785K -17,285 -7%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$10.3M +$191K +4,200 +2%
PCM
54
Penn Capital Management
Pennsylvania
$10.2M -$1.11M -24,438 -10%
Principal Financial Group
55
Principal Financial Group
Iowa
$9.96M -$38.9M -856,758 -81%
BCM
56
Basswood Capital Management
New York
$9.74M +$1.11M +24,352 +14%
Goldman Sachs
57
Goldman Sachs
New York
$9.39M -$1.13M -24,948 -11%
CCM
58
Chilton Capital Management
Texas
$9.27M -$3.29M -72,380 -28%
DDPIC
59
Deroy & Devereaux Private Investment Counsel
Michigan
$8.96M +$8.37M +184,218 New
Allianz Asset Management
60
Allianz Asset Management
Germany
$8.7M – – –
Alyeska Investment Group
61
Alyeska Investment Group
Illinois
$8.7M +$8.12M +178,720 New
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$8.09M -$227K -5,000 -3%
QI
63
QS Investors
New York
$8.08M +$7.54M +166,077 New
Charles Schwab
64
Charles Schwab
California
$7.95M +$466K +10,258 +7%
MAA
65
Managed Account Advisors
New Jersey
$7.81M -$15.9K -349 -0.2%
AIG
66
American International Group
New York
$7.77M -$651K -14,322 -8%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$7.3M -$527K -11,604 -7%
Morgan Stanley
68
Morgan Stanley
New York
$7.18M +$3.87M +85,228 +137%
SFM
69
Systematic Financial Management
New Jersey
$6.77M -$238K -5,249 -4%
Deutsche Bank
70
Deutsche Bank
Germany
$6.63M -$13.9M -305,414 -69%
MSA
71
Mason Street Advisors
Wisconsin
$6.53M +$2.43M +53,391 +66%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$5.97M -$245K -5,400 -4%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$5.78M -$121K -2,670 -2%
COPPSERS
74
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.75M +$242K +5,321 +5%
Stifel Financial
75
Stifel Financial
Missouri
$5.69M +$1.2M +26,475 +29%
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OSK Hedge Fund Activity: Q4 2014 in Review

245 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Oshkosh (OSK) for Q4 2014, worth a combined $3.54B — up 7.9% from $3.28B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OSK and 36 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 64 added.

The largest buyer was Brandywine Global Investment Management, adding an estimated $73.5M. The largest seller was Principal Financial Group, cutting an estimated $38.9M.

  • 245 institutional investors held Oshkosh (OSK) as of Q4 2014, down from 252 in Q3 2014.
  • Funds reported $3.54B of Oshkosh stock for Q4 2014, up 7.9% quarter-over-quarter.
  • 36 funds opened new Oshkosh positions in Q4 2014 and 40 closed out, a net change of -4 holders.
  • The largest Oshkosh buyer in Q4 2014 was Brandywine Global Investment Management, an estimated $73.5M added.
  • The largest Oshkosh seller in Q4 2014 was Principal Financial Group, an estimated $38.9M sold.

Based on aggregated 13F filings for Q4 2014.